Overview
What is CustomerSuccessBox?
What is CustomerSuccessBox?An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a…
End to End Solutions for Client Retention
CS box - best customer success software
Customersuccessbox - An all in one customer success tool
One of the best choice for CSM
Good product for customer success manager
Best customer success software
CustomerSuccessBox: An all-round work-station with still more potential
Great CRM tool to keep you organized with your customers
Customer Success Box has now become the single source of truth for our Customer Success Team. It allows our team to get a complete picture …
All in one insights
It's solving the problem of creating multiple …
Actionable Customer Success Software with most advanced features
CustomerSuccess Box: Our one stop partner for managing customer needs & tracking their KPIs effectively
Must have software for customer success teams
Improve your net Retention rate with the help of CustomerSuccessBox
Amazing software
CustomerSuccessBox - One-stop solution
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer segmentation (15)9.595%
- Dashboards (15)9.393%
- Product usage (15)9.393%
- Customer profiles (14)9.090%
Pricing
What is CustomerSuccessBox?
What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a…
Entry-level set up fee?
- $499 per userRequired
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
1 person also want pricing
Alternatives Pricing
What is Churn360?
Churn360 brings customer data that exists in various sources into one single view making it easier for Customer Success Managers to get a complete picture of the customer. Churn360 integrates with third party customer communication software to brings all communication related to one customer in a…
What is Appy Pie?
Appy Pie is a diversified no-code development platform. It offers app and web development, helpdesk support, chatbot building, design features, and integration that are helpful when starting, running, or growing a business.
Features
Platform & Infrastructure
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 8.5API(9) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 8.5Integration with Salesforce.com(7) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Customer Data Extraction / Integration
Customer data extraction / integration
- 9.3Product usage(15) Ratings
The software integrates with your application to track how customers are using your product.
- 9.5Help desk / support tickets(12) Ratings
The software integrates with your support desk and call center systems to track each customer’s support needs and activities.
Customer Success Management
Customer Success Management
- 7.8NPS surveys(11) Ratings
The software facilitates the creation and execution of NPS (net promoter score) surveys, and integrates the results within each customer’s profile.
- 9.1Sponsor tracking(8) Ratings
The software alerts you when a sponsor or admin user changes roles or leaves the company. The software may track this through LinkedIn integration or changes in the user record in your product.
- 9Customer profiles(14) Ratings
The software unifies and presents all customer data in one place, so customer success managers can track the health of each of their customers.
- 9.5Automated workflow(14) Ratings
The software allows you to set up automated actions, alerts or tasks to be triggered by particular changes in customer data.
- 9.3Customer health scoring(13) Ratings
The software allows you to build rules for scoring customer health based on customer data and actions, much like lead scoring for marketing.
- 9.5Customer segmentation(15) Ratings
The software allows you to segment customers by particular attributes, e.g., onboarding customers vs. legacy customers.
CSM Reporting & Analytics
Reporting & Analytics specific to customer success management
- 9.3Customer health trends(13) Ratings
The software allows executives to view customer health trends over time.
- 8.6Engagement analytics(14) Ratings
The software allows you to track and report on how your customer base overall is using your product to surface insights such as how feature adoption correlates with customer retention.
- 8.2Revenue forecasting(9) Ratings
Based on customer health trends, churn rates, etc., the software can predict revenue.
- 9.3Dashboards(15) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is CustomerSuccessBox?
An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption, usage analysis, and calculating customer health scores.
CustomerSuccessBox provides AI-generated proactive recommendations for CSMs to drive retention by learning and analyzing historical data. It enables success managers to deliver a consistent customer onboarding experience, improve retention, drive upsell and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week. It is built to handle 2,200 events/second to give you the real picture of the customer account health. CustomerSuccessBox’s clientele includes global clients like LeadSquared, Raken, Locus, and Headset.
CustomerSuccessBox Features
Customer Data Extraction / Integration Features
- Supported: Product usage
- Supported: Help desk / support tickets
- Supported: Billing
Customer Success Management Features
- Supported: NPS surveys
- Supported: Sponsor tracking
- Supported: Customer profiles
- Supported: Automated workflow
- Supported: Customer health scoring
- Supported: Customer segmentation
CSM Reporting & Analytics Features
- Supported: Customer health trends
- Supported: Engagement analytics
- Supported: Revenue forecasting
- Supported: Dashboards
- Supported: Customer lifetime value
- Supported: Churn rate
Platform & Infrastructure Features
- Supported: API
- Supported: Integration with Salesforce.com
CustomerSuccessBox Screenshots
CustomerSuccessBox Video
CustomerSuccessBox Integrations
CustomerSuccessBox Competitors
CustomerSuccessBox Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States |
Supported Languages | English |
Frequently Asked Questions
CustomerSuccessBox Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 90% |
Enterprises (more than 500 employees) | 10% |
Comparisons
Compare with
Reviews and Ratings
(15)Community Insights
- Business Problems Solved
- Recommendations
CustomerSuccessBox is a versatile tool that is used company-wide, extending beyond the customer success department to account management and marketing teams. Account managers rely on CustomerSuccessBox to gain a comprehensive view of existing accounts and identify potential threats. By analyzing data within the software, these teams can easily find referenceable customers and users, which is valuable for marketing initiatives. The software has been integrated into the organization's workflow for almost a year, serving as a reliable platform to manage client and relationship data across teams.
CustomerSuccessBox has proven to be an invaluable tool for managing, analyzing, and visualizing account health and relationships. It offers insightful data that enables teams to create successful strategies and make informed decisions. With features like event tracking, email management, note-taking, task management, and risk analysis throughout the customer lifecycle, CustomerSuccessBox streamlines processes and ensures key tasks are completed at each stage through its Playbooks feature.
The software has become the single source of truth for the Customer Success Team. Its dashboard provides a holistic view of different account portfolios, allowing teams to customize it according to their business needs. This flexibility aids decision-making processes significantly. Additionally, setting up automated alerts for important milestones ensures proactive engagement with customers. Integration with other tools further enhances productivity by automating workflows and providing valuable business insights.
Leveraging its data-driven AI feature called Sheldon [ai], CustomerSuccessBox provides recommendations for decision-making based on product engagement data. By managing the portfolio of each customer success manager and predicting client behavior, CustomerSuccessBox enables teams to identify potential clients as well as dormant ones, facilitating upselling opportunities and churn prediction.
Apart from its role in customer success management, CustomerSuccessBox proves useful for sales and customer support teams as well. Sales teams utilize the software to identify software adoption levels, track customer tickets in real-time, and promptly resolve any issues that may arise. Meanwhile, customer support teams rely on CustomerSuccessBox to plan their day effectively, minimize churn risk, bridge the gap between users and clients, and manage renewal and pending invoices.
For all teams involved, CustomerSuccessBox offers user-level data that enhances product visibility and helps foster strong relationships with clients. By providing a detailed perspective and seamlessly linking emails and texts, the software ensures day-to-day work is productive and analytical. Overall, CustomerSuccessBox serves as a comprehensive solution for customer lifecycle tracking, enabling companies to drive product adoption, reduce churn, improve customer retention, and ultimately achieve greater success in their business endeavors.
Users commonly recommend the product for efficiently managing accounts, tracking employee performance, and engaging with customers. They suggest familiarizing oneself with the tool to effortlessly handle a large number of accounts. Users highly recommend using it to monitor user experience and enhance customer retention. Furthermore, they find it valuable for managing proactive risks and scaling up teams. Users highly recommend it for effectively managing customer accounts and suggest it particularly for new users of customer success technology, as it provides personalized support and best practices. The product is also recommended for streamlining CS operations, especially for companies with over 200 customers. Additionally, users suggest utilizing it to integrate marketing and customer success functions, specifically for executing advocacy campaigns. Lastly, it is recommended for automating email communication with existing customers and assessing relationship health.
Attribute Ratings
Reviews
(1-15 of 15)End to End Solutions for Client Retention
It has been a great tool to manage, analyze and visualize the account health and relationship with us.
It help us to provide insight to create successful strategies.
- Relationship Health
- Account Usage
- Modules usage
- Logs
- Gmail sync
- Alert for further actions required
- Auto Tasks and List creation
- Nothing as of now, but if there would be a mobile App that would be handy to operate it.
Analytics
Visual representation of Adoption and Usage
CS box - best customer success software
- Integrations with other softwares very easy
- Email sync possible so all the tickets and trail mail can be taken at one place
- The reports UI is very simple and interactive
- Customer support is very quick
- At first, difficult to navigate in the software
- Change of customer support members.
- Adoption took a little more time than expected. ~ 45 days
Customersuccessbox - An all in one customer success tool
- Standardize customer success processes internally
- Track and keep a check on product adoption/feature usage
- Standardizing onboarding process
- A feature to comment on tasks so that team members can collaborate on them and close them faster with more context.
One of the best choice for CSM
- Journey feature will help you automate your manual tasks like auto csm assignments, auto playbook enrolls, email alerts to your clients about new assignments or any set templates, etc.
- Making a playbook of your process (must be consist of multiple steps) will help you give the visibility of how many clients are stuck in which steps and from when.
- They are using Metabase for making analytics dashboards where you can make your own dashboard with different filters like Csm activity report, churn dashboard, potential clients report and also using pulse feature in Metabase schedule your daily report to different required people.
- Health aggregation delay can be improved.
- Calling with csbox software can be improved, it makes touchpoint even if your call from csbox has not picked up, and accordingly changed relationship health.
- Add more analytics in the playbook like avg time taken to complete each step and there is no option of selecting multiple csms in the filter.
Good product for customer success manager
- Playbooks
- Email sync
- Calendar sync
- Integration
Best customer success software
- It helps my team see the health of customers well.
- As a marketing person, we have automated emails sent to our successful customers for a case study and I am able to manage that with CustomerSuccessBox.
- It's been used by the entire company across multiple departments like customer success, account management, customer support, and customer marketing.
- Due to our large number of customers, sometimes it takes time to load.
CustomerSuccessBox: An all-round work-station with still more potential
- All-in-one workstation.
- Product usage reports and analytics.
- Task management.
- Quick add logs/tasks directly from the account page, this will save a lot of loading time and effort.
- Software load speed.
Great CRM tool to keep you organized with your customers
Customer Success Box has now become the single source of truth for our Customer Success Team. It allows our team to get a complete picture of an account and how best to serve their needs.
As an admin, I find the dashboard feature incredibly useful in providing a holistic view of different account portfolios. The ability to customize it according to business requirements has been instrumental in decision-making.
Setting up automated alerts for important milestones is a magnificent feature of CSB which gives the ability to be proactive and show our customers some extra love.
The ease of integrating CSB with our product and 3rd party tools helped us automate several workflows and provide valuable business insights.
Sheldon [ai] is a very good data-driven AI feature recently introduced within the platform. Although we haven’t started using it much, it seems to be a game-changer for us in the long run to make decisions based on recommendations provided by Sheldon [ai].
- Provides product adoption and client relationship metrics on Account level.
- Provides options for customizable dashboards.
- Automated alerts based on set criteria.
- Sheldon [ai] recommendations.
- Quick support
- Adding more metrics for relationship segment on account level.
- 3rd Party Integration as per use case or requirement.
- Can improve font size of menu bar, it sometimes strains eyes.
All in one insights
It's solving the problem of creating multiple sheets and tracking daily tasks.
- Sheldon AI
- Great UI
- Task lists
- Personal task lists
- Linking of clients google sheet
- One view of my clients
- Managing tasks and follow-ups
- Email sync feature is amazing
- Multiple options while logging a meeting, an internal discussion, a demo scheduled,
- or KT, etc.
- Sometimes experienced slowness
- Can't open and work on multiple windows as it hangs
CustomerSuccess Box: Our one stop partner for managing customer needs & tracking their KPIs effectively
- Managing daily task list.
- Regular alerts on important client KPIs.
- Planning and execution of projects using playbook functionality, etc.
- Helps in managing a daily task list for customer success managers.
- Proactive alerts on tracking important Client KPIs.
- Playbook option which helps manage projects for clients.
- Task list can have a sub tasks option to create a much more detailed view of each task.
Must have software for customer success teams
- to monitor the health of accounts
- to identify potential threats
- to find out upselling opportunities
- for quick on-boarding
- Templates for note taking
- Product Adoption
- Financial Health
- Relationship
- Services
- Logs
- Task Management
- Journey
- Loading Time
Amazing software
- Analzse product adoption for various customers throughout
- Tasks creation and notifications so as to make work more productive
- Liaison with various teams on a single interface so as to save time and provide more ease.
- Interface can be improved a bit
- Sometimes it is a bit slower
- More thorough reports could be more useful, though they already provide a lot of reports and dashboards to work upon
CustomerSuccessBox - One-stop solution
- Product Adoption
- Financial Scores
- Relationship with Clients
- Invoices & Subscription Tracking
- Real time data sync can be better
- Tasks once completed can be added as logs
- Email logs sync can be better